Bank of America Corp
BAC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000070858
No open-market purchases or sales by Bank of America Corp insiders were filed in the last 90 days; 3,620 institutions reported holding it in 13F filings for Q2 2026, worth $304.8B in total; 4 superinvestors hold it, including Berkshire Hathaway and Harris Associates (Oakmark).
Other share classesBACRPBAC.PBBAC.PEBAC.PKBAC.PLBAC.PMBAC.PNBAC.POBAC.PPBAC.PQBAC.PSBML.PGBML.PHBML.PJBML.PLMER.PK
13F holders, Q4 2025
Institutional positions in Bank of America Corp as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,615
- +330 vs. Q3 2025
- Shares held
- 5.54B
- +82.6M (+1.5%) vs. Q3 2025
- Total value
- $303.6B
- +$22.4B (+8.0%) vs. Q3 2025
- New holders
- 437
- 1,471 more added
- Sold out
- 107
- 1,320 more reduced
81 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BAC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,620 | $304.8B |
| Q1 2026 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $231.9B |
| Q4 2021 | 2,791 | $254.9B |
| Q3 2021 | 2,500 | $248.4B |
| Q2 2021 | 2,495 | $249.6B |
| Q1 2021 | 2,479 | $237.1B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oxinas Partners Wealth Management LLC | 6,509 | $358.0K | 0.17% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 6,512 | $358.2K | 0.38% | −76−1.2% | Reduced |
| Clay Northam Wealth Management, LLC | 6,517 | $358.4K | 0.20% | −40−0.6% | Reduced |
| Rooted Wealth Advisors, Inc. | 6,475 | $358.6K | 0.10% | +77+1.2% | Added |
| Northwest Wealth Management, LLC | 6,521 | $358.6K | 0.06% | −374−5.4% | Reduced |
| Evolution Wealth Management Inc. | 6,530 | $359.2K | 0.30% | +556+9.3% | Added |
| Tranquilli Financial Advisor LLC | 6,551 | $360.3K | 0.21% | −101−1.5% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 6,552 | $360.3K | 0.07% | +19+0.3% | Added |
| Byrne Asset Management LLC | 6,561 | $360.9K | 0.20% | −135−2.0% | Reduced |
| Invenio Wealth Partners LLC | 6,579 | $361.8K | 0.13% | −215−3.2% | Reduced |
| Battery Global Advisors, LLC | 3,117 | $361.9K | 0.17% | +2,361+312.3% | Added |
| TriaGen Wealth Management LLC | 6,584 | $362.1K | 0.09% | −268−3.9% | Reduced |
| Blodgett Wealth Advisors, LLC | 6,609 | $363.5K | 0.25% | +4+0.1% | Added |
| Wick Capital Partners, LLC | 6,617 | $363.9K | 0.07% | +6,617 | New |
| Scott Capital Advisors, LLC | 6,621 | $364.2K | 0.08% | +20.0% | Added |
| Northcape Wealth Management, LLC | 6,625 | $364.4K | 0.10% | 00.0% | Unchanged |
| Snowwater Investment Partners, LLC | 6,638 | $365.1K | 0.34% | +6,638 | New |
| Meridian Wealth Partners, LLC | 6,645 | $365.5K | 0.05% | +334+5.3% | Added |
| GK Wealth Management LLC | 6,648 | $365.6K | 0.27% | +408+6.5% | Added |
| Elgethun Capital Management | 6,662 | $366.4K | 0.06% | +30.0% | Added |
| Kelly Financial Group LLC | 6,662 | $366.4K | 0.09% | +55+0.8% | Added |
| Wall Street Financial Group, Inc. | 6,665 | $366.5K | 0.27% | +564+9.2% | Added |
| Centric Wealth Management | 6,802 | $367.5K | 0.08% | −248−3.5% | Reduced |
| My Personal CFO, LLC | 6,686 | $367.7K | 0.15% | +6,686 | New |
| Kazazian Asset Management, LLC | 6,715 | $369.3K | 0.39% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 6,726 | $369.9K | 0.13% | +9+0.1% | Added |
| Ackerman Capital Advisors, LLC | 6,727 | $370.0K | 0.07% | +10.0% | Added |
| ELCO Management Co., LLC | 6,727 | $370.0K | 0.23% | −1,000−12.9% | Reduced |
| Hunter Associates Investment Management LLC | 6,695 | $370.0K | 0.05% | +157+2.4% | Added |
| Alliance Wealth Advisors, LLC | 6,741 | $370.8K | 0.08% | −3,369−33.3% | Reduced |
| Heartwood Wealth Advisors LLC | 6,744 | $370.9K | 0.03% | −723−9.7% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 6,757 | $371.6K | 0.15% | −1,896−21.9% | Reduced |
| Alpha Financial Advisors, LLC | 6,765 | $372.1K | 0.11% | −652−8.8% | Reduced |
| Middleton & Co Inc | 6,774 | $372.6K | 0.04% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 6,776 | $372.7K | 0.07% | 00.0% | Unchanged |
| Golden Reserve Retirement LLC | 6,777 | $372.8K | 0.07% | +6,777 | New |
| Atala Financial Inc | 6,778 | $372.8K | 0.24% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 6,779 | $372.8K | 0.21% | −1,394−17.1% | Reduced |
| 17 Capital Partners, LLC | 6,780 | $372.9K | 0.19% | −97−1.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 6,747 | $373.0K | 0.06% | +6,747 | New |
| Putney Financial Group LLC | 6,805 | $374.3K | 0.35% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 6,821 | $375.2K | 0.21% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 6,831 | $375.7K | 0.04% | −73−1.1% | Reduced |
| Bull Street Advisors, LLC | 6,837 | $376.0K | 0.17% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 6,837 | $376.0K | 0.11% | −100−1.4% | Reduced |
| Fairview Capital Investment Management, LLC | 6,837 | $376.0K | 0.02% | +44+0.6% | Added |
| Sandy Cove Advisors, LLC | 6,861 | $377.3K | 0.11% | +413+6.4% | Added |
| Concentric Capital Strategies, LP | 6,863 | $377.5K | 0.02% | +314+4.8% | Added |
| Index Fund Advisors, Inc. | 6,875 | $378.1K | 0.02% | +76+1.1% | Added |
| Wolff Wiese Magana LLC | 6,880 | $378.4K | 0.21% | −208−2.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,881 | $378.5K | 0.02% | +1,363+24.7% | Added |
| QP Wealth Management, LLC | 6,905 | $379.8K | 0.33% | +6,905 | New |
| Ring Mountain Capital, LLC | 7,175 | $380.0K | 0.19% | −135−1.8% | Reduced |
| Fairfield, Bush & Co. | 6,920 | $380.6K | 0.20% | 00.0% | Unchanged |
| Invested Advisors | 6,921 | $380.7K | 0.39% | −117−1.7% | Reduced |
| Peak Wealth Management LLC | 6,923 | $380.8K | 0.32% | +6,923 | New |
| Galvin, Gaustad & Stein, LLC | 6,942 | $381.8K | 0.03% | +46+0.7% | Added |
| Wingate Wealth Advisors, Inc. | 6,943 | $381.9K | 0.21% | +2,000+40.5% | Added |
| GW&K Investment Management, LLC | 6,946 | $382.0K | 0.00% | +307+4.6% | Added |
| Topsail Wealth Management, LLC | 6,946 | $382.0K | 0.06% | 00.0% | Unchanged |
| Lincoln Capital LLC | 6,961 | $382.9K | 0.07% | +800+13.0% | Added |
| Tobam | 6,959 | $383.0K | 0.09% | −704−9.2% | Reduced |
| Capital Investment Counsel, LLC | 6,983 | $384.1K | 0.05% | 00.0% | Unchanged |
| WPG Advisers, LLC | 6,987 | $384.3K | 0.29% | +1,027+17.2% | Added |
| Stronghold Wealth Management L.L.C. | 6,989 | $384.4K | 0.57% | +6,989 | New |
| W Advisors, LLC | 6,994 | $384.7K | 0.19% | +47+0.7% | Added |
| Lee Johnson Capital Management, LLC | 7,007 | $385.4K | 0.13% | −109−1.5% | Reduced |
| Byrne Financial Freedom, LLC | 7,011 | $385.6K | 0.18% | −97−1.4% | Reduced |
| Pennsylvania Capital Management Inc | 7,022 | $386.2K | 0.11% | −202−2.8% | Reduced |
| Marks Group Wealth Management, Inc | 7,025 | $386.4K | 0.04% | +937+15.4% | Added |
| Richardson Financial Services Inc. | 7,815 | $386.7K | 0.24% | +567+7.8% | Added |
| AdviceOne Advisory Services, LLC | 7,034 | $386.9K | 0.23% | −59−0.8% | Reduced |
| First National Bank | 7,037 | $387.0K | 0.21% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 7,038 | $387.1K | 0.20% | −78−1.1% | Reduced |
| BridgePort Financial Solutions, LLC | 7,041 | $387.3K | 0.10% | −90−1.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 7,066 | $388.6K | 0.01% | −70−1.0% | Reduced |
| West Wealth Group, LLC | 7,085 | $389.7K | 0.08% | +281+4.1% | Added |
| Andina Capital Management, LLC | 7,089 | $389.9K | 0.24% | +61+0.9% | Added |
| Sonata Capital Group Inc | 7,100 | $390.5K | 0.14% | 00.0% | Unchanged |
| Marex Group plc | 7,102 | $390.6K | 0.00% | −1,107−13.5% | Reduced |
| WealthPoint Financial, LLC | 7,110 | $391.1K | 0.34% | +7,110 | New |
| Beacon Capital Management, LLC | 7,135 | $392.4K | 0.06% | +39+0.5% | Added |
| Rainey & Randall Investment Management Inc. | 7,136 | $392.5K | 0.06% | +14+0.2% | Added |
| Sunbeam Capital Management, LLC | 7,136 | $392.5K | 0.23% | +189+2.7% | Added |
| Voisard Asset Management Group, Inc. | 7,139 | $392.7K | 0.08% | +591+9.0% | Added |
| Wallace Advisory Group, LLC | 7,148 | $393.1K | 0.41% | −3,910−35.4% | Reduced |
| Collaborative Wealth Managment Inc. | 7,154 | $393.5K | 0.14% | +7,154 | New |
| Mraz, Amerine & Associates, Inc. | 7,161 | $393.9K | 0.06% | 00.0% | Unchanged |
| BBR Partners, LLC | 7,163 | $394.0K | 0.02% | −1,184−14.2% | Reduced |
| Ariston Services Group | 7,167 | $394.2K | 0.23% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 7,178 | $394.8K | 0.06% | +236+3.4% | Added |
| Kraematon Investment Advisors, Inc | 7,187 | $395.3K | 0.31% | +30+0.4% | Added |
| Fielder Capital Group LLC | 7,196 | $395.8K | 0.08% | +336+4.9% | Added |
| Charter Oak Capital Management, LLC | 7,202 | $396.1K | 0.03% | +1,587+28.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 7,218 | $397.0K | 0.04% | +605+9.1% | Added |
| Miller Capital Partners, Inc. | 7,220 | $397.1K | 0.20% | +7,220 | New |
| Coquina Private Wealth LLC | 7,224 | $397.3K | 0.32% | +7,224 | New |
| Lodestar Private Asset Management LLC | 7,226 | $397.5K | 0.04% | −288−3.8% | Reduced |
| Sentry LLC | 7,231 | $397.7K | 0.11% | 00.0% | Unchanged |
| Scientech Research LLC | 7,233 | $397.8K | 0.25% | +7,233 | New |